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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 32-0169227 | Shareholder Servicing | $7,982 |
CLS INVESTMENTS2+ years Filed as: CLS INVESTMENT FIRM, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $5,982 |
NILES LANKFORD GROUP, INC.2+ years Filed as: NILES LANKFORD GROUP, INC Service code 13 · EIN 35-1580587 | Contract Administrator | $4,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,644 | $56,640-21.2% | $78,002-42.8% | $55,167-19.1% |
| Participation rate | 37.1% | 73.3%-36.3pp | 75.5%-38.5pp | 69.0%-31.9pp |
| Annual return | 11.51% | 2868.48%-2857.0pp | 425.99%-414.5pp | 169.23%-157.7pp |
| Employer contribution / active EE | $546 | $1,724-68.3% | $2,470-77.9% | $1,963-72.2% |
| Participant deferral / active EE | $881 | $2,778-68.3% | $3,497-74.8% | $3,054-71.1% |
| Admin fee / account holder | $318 | $467-31.9% | $5,481-94.2% | $504-36.9% |